Over the latest trailing 12-month period, total return cagr is -17.23%. The comparable SPY value is +16.94%. Year-to-date total return is +78.01%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in XWEL
$0
(0.0x return)
Invested on Jul 27, 2010
Growth of $10,000 in SPY (S&P 500)
$93,610
(9.4x return)
Invested on Jul 27, 2010
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
YTD Total Return
+78.0%
1-Year Total Return
-17.3%
Current Dividend Yield
N/A
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | (17.2%) | (17.2%) | +0.0% |
| 3 Years | (29.3%) | (29.3%) | N/A |
| 5 Years | (50.8%) | (50.8%) | +0.0% |
| 10 Years | (56.9%) | (56.9%) | N/A |
| 15 Years | (48.3%) | (48.3%) | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
